FreeAgent Help

FreeAgent’s cloud accounting software come with an array of features as impressive as it is extensive. So it’s no wonder some people can find themselves lost and confused. FreeAgent’s motto is “demystifying accounting”and they pride themselves on simplifying the sector as far as possible – but let’s face it, accounting can get complicated.

Don’t feel disappointed if you don’t master FreeAgent’s dynamic software instantly. There’s a reason why accountants, like the team here at Flow, spend years studying the terminology, legislation and trade.

Fortunately, FreeAgent helps people get started. The software comes with a range of options on their website offering support for those who need it. In addition to reaching out directly through email or telephone, you can also access their comprehensive support pages. Among other aspects of the FreeAgent package, these cover:

Getting Started

Creating your FreeAgent account

An introduction to FreeAgent’s key features

Creating and sending your first invoice

Banking

Orchestrating bank feeds

Importing bank transactions

Explaining bank transactions

Accounting

Paying multiple invoices simultaneously

Balance sheets

Journal entries

Profit and loss

Invoicing

Setting up self-chasing invoices

Choosing an invoice template

Numbering invoices

Invoicing in foreign languages or currencies

Expenses

Creating and logging expenses

Categorisation and explanation of expenses

Expenses paid to individual users

Contact Lists

An overview of contacts

Importing contacts from your mail system

Adding other contacts

Additional support from Flow
FreeAgent goes out of their way to clarify every facet of their system. However, there’s nothing more valuable than a cloud accountant expert who can walk you through the nitty gritty of FreeAgent. And that’s where we come in.

At Flow, our committed team of professional accountants are fully versed with FreeAgent and can help you understand it, modify it and master it in your own time. To see the many ways Flow can help you get the most out of your FreeAgent software package, contact us today.

About Us

Flow is a leading online accounting service provider, balancing the human touch with the online experience. We are committed to working with you to develop your business.